How to move a transaction to another account on the Connect+ series and SendPro P series

Learn how to move a transaction to another account on the Connect+ 500W, Connect+ 1000, Connect+ 2000, Connect+ 3000, SendPro P1000, SendPro P1500, SendPro P2000, and SendPro P3000.

Products affected: Connect+® 500W, Connect+® 1000, Connect+® 2000, Connect+® 3000, SendPro® P1000, SendPro® P1500, SendPro® P2000, SendPro® P3000

Follow these steps to move a transaction:
Note: If the Business Manager accounting suite is being used, move the transaction with Business Manager software

From the Home screen, select Manage Accounts.
Select Transactions.
Select View and Edit Transactions.

Note:If the user is in an Operator role, only the Reports tab will be visible. The user must be in the Supervisor role to edit a transaction.

Create a filter to locate transactions that the user wishes to switch to another account:
1. Select Add criterion.
2. Select Account.
3. Select Next.
4. Select Add accounts.
5. Select the accounts to search.
6. Select OK to accept the chosen accounts.
7. Verify accounts that display are the desired accounts to search. Make any needed corrections.
8. Select OK.
9. Select View transactions. (on the lower right)
10. Select the transaction you want to assign to another account.
11. Select Actions.
12. Select Edit transaction.
13. Select Account. (the asterisk [*] denotes a required field)
14. Pick a new account from the list.
15. Select OK twice.

Note:The transaction will not report to the other account instantaneously. Accounting information needs to sync with the accounting server before the changes show in a report.
Note: To filter based on a Date (instead of Account):

Select Date from the Add criterion menu.
Select the appropriate period from the menu on the left.

For a period other than that shown, select Custom.
Pick the start date, end date, or time to be altered. If this is a search that the user may do again, save it for future use.

Select View transactions on the lower right.
Select the transaction that you wish to assign to another account.
Select Actions.
Select Edit transaction.
Select Account. (the asterisk [*] denotes a required field)
Pick a new account from the list.
Select OK twice.

UPDATED: August 14, 2021